Tag: AMRC

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List of Energy Efficiency Stocks

Energy efficiency stocks are publicly traded companies using a wide range of technologies to deliver the same energy services using less energy in the built environment. This includes efficient lighting such as LED lighting stocks, insulation, efficient motors, efficient appliances and appliance replacement services, sensor and control technologies, the internet of things, efficient power conversion and generation, and energy efficient design, construction, and retrofits. See the list of efficient vehicle stocks and alternative transportation stocks for companies reducing energy used in transportation.   Acuity Brands(NYSE:AYI) AIXTRON SE (AIXA.DE) Ameresco, Inc. (AMRC) Appliance Recycling Centers of American (ARCI) Aspen Aerogels, Inc. (ASPN) Carmanah Technologies Corporation (CMH.TO, CMHXF) ClearSign Combustion...

Ten Clean Energy Stocks For 2016: Year In Review

Tom Konrad, Ph.D., CFA 2016 was generally a good year for the stock market, but the average clean energy investor did not share in the gains.  Clean energy investors naturally gravitate toward exciting stocks developing solar and, more recently, electric vehicles.  These technologies are bringing great benefits to the planet and customers (including me- I installed a solar array on my home in in 2014, and my wife and I just bought a Toyota Prius Prime plug-in.)  Investors' lousy returns are due to a common problem in sectors with rapidly improving technology: Competition within the industry...

Ten Clean Energy Stocks Under Trump (November 2016)

Tom Konrad, Ph.D., CFA So far, the broad stock market seems to like the idea of a tax and regulation-cutting and infrastructure spending Trump administration and Republican controlled Congress.  The bond market is less pleased at the rapidly growing deficits such a "borrow and spend" policy will inevitably entail.  While the S&P 500 advanced 3.4% in November, bond funds fell in the face of rising interest rates.  The iShares 20+ Year Treasury Bond (TLT) fell 8.4%. Clean energy stocks were also hurt by the incoming President's climate change skepticism and his promises to undo environmental regulations put...

Ten Clean Energy Stocks For 2016: August Earnings

Tom Konrad, Ph.D., CFA My Ten Clean Energy Stocks for 2016 model portfolio continued to coast upward in August after five months of blistering performance since February, while clean energy sector benchmarks and real managed portfolio, the Green Global Equity Income Portfolio (GGEIP), pulled back slightly.  The following chart shows the performance of the model portfolio and its sub-portfolios against their benchmarks. The portfolio, its growth and income subportfolios, and GGEIP all remain far ahead of their benchmarks.  Second quarter earnings announced this month were neutral or positive for the income...

Ten Clean Energy Stocks For 2016: Quick July Update

Tom Konrad, Ph.D., CFA My Ten Clean Energy Stocks for 2016 model portfolio had yet another strong month, as did my real managed portfolio, the Green Global Equity Income Portfolio (GGEIP.)  The shorter-format of last month's update turned out to be popular, so I'm doing it again. July Total Return July Benchmark Return YTD Total Return YTD Benchmark Return 10 Clean Energy Stocks 8.5% 5.5% 15.3% ...

Ten Clean Energy Stocks For 2016: Quick June Update

Tom Konrad, Ph.D., CFA  June was another good month (and capped a strong first half of the year) for my Ten Clean Energy Stocks for 2016 model portfolio. This update's going to be a short one, but here are the basic stats: June Total Return June Benchmark Return YTD Total Return YTD Benchmark Return 10 Clean Energy Stocks 3.3% 0.6% 6.8% -2.8% 7 Clean Energy Income Stocks...

Ten Clean Energy Stocks For 2016: Earnings Season

Tom Konrad CFA May was a tough month for most clean energy stocks, even though the broad market was up slightly, but my Ten Clean Energy Stocks for 2016 model portfolio continued to out-perform, mostly because of strong earnings for several stocks.  The model portfolio was up 3.1% for the month and 3.8% for the year to date, even though its clean energy benchmark fell 2.0%, for a decline of 2.8% for the year through May 31st.  The broad market of small cap stocks also rose, and was up 2.2% for a total gain of 2.4% for the...

Marching Ahead: Ten Clean Energy Stocks For 2016

by Aurelien Windenberger I’ve been a fan of Tom Konrad’s annual renewable model portfolio for years, so I’m happy to be able to assist Tom with some of his monthly updates. After two chilly months to start off 2016, the outlook turned considerably warmer in March, both for the market and for clean energy stocks. The Russell 2000 (IWM) jumped 8% for the month, as market participants took to the “risk-on trade” following Fed Chairwoman Yellin’s dovish commentary. Clean energy stocks did even better, buoyed by a reversal in the broader energy sector. Tom’s ...

10 Clean Energy Stocks For 2016

Tom Konrad CFA The History and Future of the "10 Clean Energy Stocks" Model Portfolios 2016 will be the eighth and possibly final year I publish a list of ten clean energy stocks I expect to do well in the coming year.  This series has evolved from a simple, off-the-cuff list in 2008, to a full blown model portfolio, with predetermined benchmarks and monthly updates on performance and significant news for the 10 stocks.  While there is much overlap between the model portfolio and my own holdings (both personal and in managed accounts), the model...

Bearing The Interest Burden

by Debra Fiakas CFA Smaller companies frequently avoid debt as a capital source, relying instead mostly on equity.  After all common stock  holders are often content to wait for years for a dividend as the small, young company secures its market position and builds profits.  Pesky creditors are always knocking on the door for interest payments and principal return. Yet, a number of smaller companies included in our Beach Boys Index of alternative fuel producers have chosen to use debt. We reviewed a group of them to determine the impact of increase in interest rates that could...

The EPA’s Carbon Rule: Likely Stockmarket Winners

By Harris Roen Greenhouse gas emissions by economic sector   A seismic shift in the power generation landscape is starting to sink in. It has been two weeks since the EPA announced its new proposed carbon rules, one of the flagship efforts of the Obama Administration to address climate change. This shift is meant to move the country in the direction of inevitable changes coming to the energy economy. It is important for investors to know which companies and sectors stand to benefit from the...

Earnings Season For Ten Clean Energy Stocks

Tom Konrad CFA The third quarter earnings season has been quite eventful for my Ten Clean Energy Stocks for 2013 and six alternative picks model portfolios, so much so that writing about them has taken a back seat to keeping up with the announcements.  There were a number of earnings disappointments and earnings announcements which were in line with my expectations but the market treated like disappointments. These resulted in an overall decline of 2.5% for the portfolio since the last update, even as my industry benchmarks, the Powershares Wilderhill Clean Energy (PBW) and my...

Energy Efficiency Stocks Rally on Shaheen-Portman Bill

Tom Konrad CFA Senator Jeanne Shaheen (Photo credit: sskennel) and Sentaor Rob Portman (official photo) While the chance for broad energy reform to come out of our dysfunctional and divided Congress are slim,  there is one area of broad agreement across the aisle: Energy Efficiency is good for jobs, and the environment.  Much can also be done at modest or no cost to the taxpayer. Today, Senators Jeanne Shaheen (D-NH) and Rob Portman (R-OH) are reintroducing their Energy Savings and Industrial Competitiveness Act, supported by a broad range of industry leaders, energy efficiency advocates, and...

Misreported Revenue, Part I: Lime Energy

Tom Konrad CFA In my model portfolios of ten clean energy stocks for 2013 andsix alternatives, three companies are currently delaying earnings announcements for various reasons, and at least two of the three will be restating previous results. Many investors flee the scene at the first whiff of accounting problems: All investors rely on a company’s financial statements (directly or indirectly) to value companies.  If there is  any doubt as to the accuracy of those statements, they believe it’s better to invest elsewhere. In contrast, I believe that we never have anything like an accurate picture of what is going on...

Energy Trends That Matter For Investors

By Harris Roen The US is by far the world’s greatest user of energy per capita in the world. Each American uses about 87,000 kilowatt-hours per year – that is twice as much as the European Union (EU), the next closest consumer! Understanding energy trends in this country is extremely important for investors who want to understand how the energy landscape will look 10, 20 or 30 years from now. Figure 1: Global Per Capita Energy Use The U.S. Energy Information Agency (EIA) made public an early release of its in-depth Annual Energy Outlook. This...

Ameresco Revenues Fall Off Fiscal Cliff

Tom Konrad CFA The climate of uncertainty caused by deadlock in Washington is leading to penny-wise, pound foolish behavior at all levels of government, and Ameresco, Inc. (NYSE:AMRC) felt the pain severely in the third quarter. Framingham, MA based Ameresco helps institutions, mostly government entities, improve their energy infrastructure and reduce energy use without capital outlays or increases in energy budgets.  It does this by using the cost savings from energy efficiency to finance the capital outlays, allowing schools, hospitals, and the like to insulate or install solar panels while sticking to existing budgets, and often producing some savings.  To take three examples...